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March 19, 2020 | 5 Mins Read

How Do we Do Service Right Now?

March 19, 2020 | 5 Mins Read

How Do we Do Service Right Now?

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By Tom Paquin

Back during the financial crisis, I happened to meet a man who was volunteering at a food bank in Providence, Rhode Island. He had recently been laid off from his manufacturing job and was moving boxes and stocking shelves because he needed something to do.

I think about that man a lot. I think about what it took for him to get out of bed, get dressed every day, and drive to a place to work for no money, gain no transferrable experience, and receive no benefits. I think about the integrity, the discipline, and the desire to help others that he expressed. The inspiration that he offered me has stuck with me, simple as it was. I often wonder about the man, and where he is now.

I think about that man quite a bit right now, in the context of our current health, social, and economic crisis. I think about the challenges faced by the people that I write about; Technicians and front-line service workers, who, stripped of work, lack even the simple dignity to volunteer at a place that, today, doesn’t want crowds, but also needs our help more than ever right now.

I wish I knew how we, as a service community, navigate this crisis, but it’s a question that I don’t think any of us can realistically answer right now. Sarah did a great job tackling this on Monday, and with a few days more to process what’s been a scenario that changes by the hour, I thought I’d share some of my own thoughts.

What we do know is that, in spite of the temporary economic contraction that we all face, the need for service functions, both in B2B and B2C settings does not simply erode in the face of a global pandemic, and with it comes challenges and dangers for the technicians on the front line. There are things we can do today to manage some of those challenges, and there are things that, when the dust settles and we return to a state of normalcy, we will need to consider for the future. Like I said before, these are mitigants and means to blunt damage. I cannot absolve the entire service sector of illness or economic strife, as much as I wish I could. But these can begin to make things a bit better.

What to Do Today

There is of course the obvious litany of safety measures currently at our disposal: Wash hands, maintain social distance, etc. I hopefully do not need to reiterate them here in detail, but here is the CDC’s guidance on mitigating health risks for businesses.

From a business standpoint, I’ve seen some companies declare business as usual, I’ve seen some manufacturers consider a pivot the desperately-needed utilities that are within their scope, like masks and ventilators, I’ve seen some firms reallocate field workers to internal positions to give them less exposure and help maintain business continuity, and I’ve seen others say nothing.

The bottom line is this—your technicians are the lifeblood of your company, and their wellbeing, both bodily and economically, should remain a top priority. We have remained on the precipice of a labor shortage among many areas of service for some time now, and it’s up to us to do our best to mitigate that shortage in the long run. I can’t dictate how that happens for your business, and without bills and budget it is easy for me to say all this, and yes, austerity measures might be necessary, but I think that, across service, organizations have a fiduciary duty to hold on to their talent. How that happens relies on your creativity, your compassion, and the unique machinations of your industry.

What to Think About Tomorrow

I truly believe that when recovery comes, service will be the driver. Service already accounts for more than 60% of the US GDP, and the importance of getting service right—and managing what might end up being a huge influx of business—will be key to owning and championing that recovery.

Chief among that are, as we will continue to discuss around here, the technological considerations attached to proper service delivery. I truly believe that, for all industries, not just service, we are now going to have a very serious conversation about the implication of zero-touch commerce, and building a stronger zero-touch infrastructure.

In service, that typically resides down two avenues: Augmented Reality and IoT capabilities. I think that we’ll begin to see an influx of interest and development in those areas, both in manufacturing, and across other business categories. Within IoT, self-diagnostic, and even self-healing systems are a thing of the present, and smart upfront investment can mean that the stage is set for more deliberately-managed appointment time to mitigate on-site interactions. This obviously limits person-to-person contact, but also saves on truck rolls.

Another IoT-capable utility not explicitly tied to the asset itself is, for organizations with large SLA agreements, remote locking mechanisms so as to allow service to perform tasks in off hours or in unmanned plants. All of these things are in use today, and will ultimately help businesses work more efficiently and effectively.

The benefits of Augmented Reality are more obviously in play today, with many companies using shared view to walk customers through repairs remotely, or loading automated repair instructions into apps and tutorials that activate when pointed at an asset. These functions, like IoT, serve a similar purpose, while saving  time, money, and materials.

These are obviously small measures, and it’s important to know that this discussion, these ideas, and plans for how we lift one another up when we come out the other side of this will be ongoing. We’ll be right here with you with more content and considerations on service, both in this context, and looking ahead to the future (as is our titular mission after all).

And Sarah and I will see you at the next big service event, sooner or later.

March 16, 2020 | 4 Mins Read

Considerations for Field Service Organizations Grappling with Covid-19

March 16, 2020 | 4 Mins Read

Considerations for Field Service Organizations Grappling with Covid-19

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By Sarah Nicastro, Creator, Future of Field Service

I had an internal debate on whether or not I wanted to write an article this week on Covid-19. For one, I am in awe of what’s happening in the world as much as the next person. And I most certainly don’t have answers, a real grasp on all of the ways this pandemic will impact businesses or even each of our lives, or even feel equipped to speak on the topic. That said, despite my hesitance in commenting on something that I don’t feel overly qualified to discuss, it also just feels awkward to forge ahead with our coverage and not address something that is so significantly weighing on everyone’s minds.

I realize there are companies within our audience for which this pandemic means your customers need you now more than ever, and the issue is more around how to safely and effectively deliver the service that’s needed. However, there are also companies within our audience for which this disruption will cause immense struggle. Moreover, there is the fact that this impacts each of us on a very personal level. We’re all learning more about the situation day-by-day and working to navigate this uncharted territory. While I’m not full of answers, I most certainly am full of empathy. Our human connection is more important now more than ever, and I hope that we can continue to use Future of Field Service as a platform to connect, learn, and grow.

For now, I want to share a few articles and resources I’ve come across that I believe are worth considering as you navigate this difficult time (it goes without saying, safety of your customers, workforce, and the general public should be considered first and all CDC guidelines followed):

  • Consider Your Company Culture. As I said, this is uncharted territory for us all – but you have to think about how to protect, preserve, and evolve your company culture. Employees are fearful, anxious, and facing isolation. This article by Dom Nicastro of CMS Wire (the same last name is a coincidence!) provides good food for thought on some of the issues that will need to be addressed in this unprecedented situation. As he says, a company’s ability to pivot and flex is critical. He suggests that leaders need to “overcommunicate and be available.” He also discusses the need to balance practical steps to ensure continuity with the need for empathy and emotional support.
  • Consider Your Technology Resources and Options. Hopefully your company already has a solid foundation of technology in place to enable collaboration and communication as teams work remotely – if not, you’ll need to quickly determine how best to accommodate this. For field service, there’s been an influx of interest in tools like augmented reality to significantly reduce the need for on-site, in-person visits and to better enable remote repair and resolution. AR can also be used for remote team training and collaboration.
  • Consider Your Customers. As challenging as this crisis may be for your company, it’s imperative to continue to keep your customers at the center of your thinking and decisions. From protecting their safety in every way possible, to looking for ways to provide further human connection and empathy, I do believe that how you tackle this tough time will leave an impression for years to come. I’ve seen companies of all sorts thinking outside of the box on how to continue to connect with and provide value to their customers – from adjusting offerings to accommodate social distancing to providing free resources and connection through social media and video platforms. Think of how you can support your customers during this time, both in terms of how your service offerings need to be modified but also in what you can do to stay connected and add value.
  • Consider Your Network for Connection. I’ve been a part of the service community for a long time, and I genuinely care for you all. So do many others. With industry events rescheduled and cancelled and travel bans in place, we can all begin to feel isolated and a bit stuck. But rest assured, I am here and committed to continuing to connect and discuss and learn alongside you. Our friends at Field Service News just announced a an 'Emergency Symposium: Coronavirus and its potential impact on field service delivery' happening this Friday, March 20th at 12PM ET as well as an ongoing digital symposium to provide insight and resources in a time that many events are being postponed. You can register for the event here. Let’s stay connected and support one another through this uncharted challenging time.

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March 12, 2020 | 4 Mins Read

Women in Field Service: 3 Valuable Lessons Learned from a Female IT Professional

March 12, 2020 | 4 Mins Read

Women in Field Service: 3 Valuable Lessons Learned from a Female IT Professional

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By Sarah Nicastro, Creator, Future of Field Service

I recently interviewed Amanda Moore, Head of IT - Customer Projects, Support & Field Services at Schneider Electric, for an episode of the Future of Field Service podcast on becoming more agile, both as an IT organization and as a company. It’s a must-listen if you haven’t already, but what I wanted to share here is Amanda’s insight and advice around being a woman in a historically male-dominated industry.

“I've been in an IT role for almost 25 years, which is a male-dominated field just like services,” says Amanda. “I thank my parents for a few formative experiences that helped me survive through the last 25 years. My dad was a fire fighter and an electrician. And when I was small, women were not allowed upstairs in the fire house, but my dad didn't abide by those rules. He also took me on electrical jobs, to help run cables in small spaces or to hold his flashlight. When he was a repair technician for a chain of laundromats, he took me to work. I learned an appreciation for a hard day's work and for wanting to understand how machines worked. He bought me a computer when I was 10, and I learned to code at the dining room table. My mom supported all of this. They treated me like a curious, eager child. Not like a little girl that needed to be treated differently from my three brothers. My dad was really my first male advocate, and I'm super grateful for this.”

Like most women have, Amanda has overcome challenges and learned some hard lessons along the way – but the experience she had as a child set her up well to tackle these challenges with confidence. I asked Amanda to share with our readers her advice for other women based on her own experiences.

Stand Up for Yourself

“My childhood experiences gave me the self-confidence to stand up for myself through the years,” says Amanda. But it even with self-confidence, the act of standing up for yourself in certain situations can be difficult. “I learned the hard way that not all men are allies. I wish I had learned to have courage earlier in my career to stand up for myself when it came to way men treated me,” explains Amanda. “The first time I stood up to sexual harassment in the workplace was really powerful, but it took me a while to get there. And I truly believe that things are better in most workplaces in the U.S.A. today, but unfortunately, the first half of my career was full of me-too moments.”

Stretch to Grow

Amanda also suggests that it is important to push outside of your comfort zone. "Stretch yourself,” she says. “Volunteer for roles even if you don't think you're ready. No one is ever 100 percent ready, kind of like being a parent. You're never really ready to be a parent. You're never ready for that career move 100 percent. But you'll figure it out as you go. Don't be afraid to volunteer.”

Build Your Tribe

Finally, Amanda urges readers to always remember the value of connection. "You need a strong tribe,” she says. “So build that tribe. Surround yourself with the best people, even if they're smarter than you. And people who are different than you, because you need that to attack all the angles and to be the most effective that you can in your job and to grow. Together you and your tribe will help you achieve your goals.”

She also suggests making an investment in connecting others. "Looking for opportunities to connect people is like an investment in your future,” Amanda says. “Even if it's not about you, if you say, ‘Hey, I recently met someone who's struggling with the same thing. Let me connect you.’ It's really about building a bank account of goodwill among your connections, and some day you'll be able to withdraw in that investment that you've made.”

Amanda has not only witnessed a positive evolution in her 25 years in IT, but she’s excited about where the future is headed for women. “The culture around women in technology has changed in general. The focus on science, technology, engineering and math education the last few years has started to remove the stigma around girls in tech or engineering fields,” she says. “As more women study these fields, there are more candidates to balance the pool. It is moving in the right direction. I've been working with the services teams for five years, and during those years, Schneider has really intentionally focused on increasing female hires. And in setting percentage targets and holding themselves accountable publicly, reviewing and adjusting, making sure there's equal pay for equal work and shifting that culture to include really embracing different perspectives and backgrounds. I consider myself incredibly lucky to be in a company that walks the talk and truly believes in the value that women bring.”

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March 9, 2020 | 4 Mins Read

Women in Field Service: It’s Personal to Me

March 9, 2020 | 4 Mins Read

Women in Field Service: It’s Personal to Me

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By Sarah Nicastro, Creator, Future of Field Service

Last year around International Women’s Day, we at Future of Field Service launched a Women in Field Service series of content and we’ve continued that series since. Along the way, I’ve received mostly support from women (and men) in the industry and have had the wonderful opportunity to hear many women’s stories of hurdles, growth, and triumph. But I’ve also faced a few questions of, “If you really want equality for women, why keep calling them out?” The first time a woman asked me this, I had to really think about what my answer was. What I landed on, and still stand by, is that while it would be ideal NOT to have to call women’s issues out so that they get the attention they deserve – and even more ideal to live in a world of equality where these issues didn’t even exist – we’re simply not there yet. And until we are, it’s important to normalize the discussion so that we can continue to advocate for equality and drive change where it needs to occur.

The theme for this year’s IWD is #EachforEqual, and as the site says, “We can actively choose to challenge stereotypes, fight bias, broaden perceptions, improve situations and celebrate women’s achievements.” For me, writing the Women in Field Service series has been an honor – I have really enjoyed hearing each woman’s story and helping share those perspectives with our broader audience. I think we all learn so much when we’re willing to be open and honest. We have a great lineup of women for upcoming additions to our series, but as I began putting the interviews in place I started thinking about the fact that I have never really shared my own story and thought it only fitting in asking these women to open up that I do the same.

The first question I usually ask women in the interview is around the challenges she has faced. When I think of my own experiences, there are three cringe-worthy moments that immediately come to mind:

  • “Maybe if you offered to sleep with our clients we’d make more money!” This was said jokingly to me by a male colleague when I was a young woman just starting out in her career. I should’ve stood up for myself and asked him if he’d ever dream of saying that to a man, but I wasn’t confident enough so I forced myself to laugh along even though I didn’t find it the least bit funny. I faced other instances of sexual harassment as well before I felt able to stand up for myself, including inappropriate comments and unwanted physical touch.
  • “Why don’t you just stay home and take care of your kids? Childcare is too expensive.” I heard this the week I returned to work after maternity leave with my second son. I was so taken aback at this question and was deeply offended to have my desire to continue my career minimized in this way. I’ve also been unfairly paid for my work as compared to my male peers and have been told I have poor emotional control for voicing strong opinions with conviction in the exact same way male colleagues had.
  • “So who takes care of your kids when you travel for work? My wife could never leave our children like you do.” As a working mom of two small children, I always feel I’m failing somewhere despite having a track record of somehow making it all work. Questions like this, which I hear often, feed the inner voice that tells me I can’t simultaneously excel in my career and be a good mother to my children.

The second question I women in interviews is to discuss the flip side of these challenges – the opportunities that exist for women in service. And as service, tech, and IT evolve the opportunities are immense. There are so many organizations working hard toward diversity, inclusion, and equality. My employer, IFS, is a great example that I’ve had the benefit to experience personally, but I also see it in the companies I interview – Otis Elevator, DISH, Bureau Veritas, and Schneider Electric are just a few great examples. Service itself is changing, how it’s delivered and what it takes to succeed – there are more career paths and options for women than ever before. It’s a very exiting time and while I think it’s important to discuss the challenges we’ve had, it’s also important to acknowledge those embracing the work it takes to improve the work environment for women and for everyone.

Finally, I ask what advice interviewees would give a fellow woman just starting out in her career. Mine would be to get comfortable pushing beyond your comfort zone. Whether that’s speaking up when it’s hard to advocate for yourself, deciding to learn a new skill that you find challenging, or taking on a new opportunity even when change is scary. Go for it even when you don’t feel ready. And always look for ways to help others. Building authentic relationships and being willing to offer your time or insight or help freely is always a wise investment.

Thank you for reading my story! I am excited for the content we have coming up this week to honor IWD and am so thankful to have the opportunity to help these women share their stories. I truly love this industry and, having been a part of it for 13 years, I have had a front-row seat for the progress that has been made. While we still have work to do, it’s apparent in the conversations I am having with service leaders – women and men alike – that there’s immense commitment to continuing to build diversity and achieve true equality.

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March 5, 2020 | 2 Mins Read

The CIO Renaissance

March 5, 2020 | 2 Mins Read

The CIO Renaissance

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By Greg Lush

The traditional role of a Chief Information Officer (CIO) is wide and varied, depending in many instances on the individuals career entry point. For the pure technologist, often moving up from an IT Director or IT VP, they are often referred to as the “IT person.” The other entry point, from which I am very familiar, is the individual moving up from within the business, sometimes known as the business technology expert. For decades it has been a matter of preference and availability, many business leaders having a difficult time discerning between the two paths.

As inclusive cloud platforms continue to gain momentum across enterprises, the differences between the technologist and the business technology expert are becoming quite stark. Many of the traditional technologist workloads have been commoditized to the cloud and niche experts. Relegating these individuals to tactical roles, as they are often devoid of the core business approaches and points of differentiation. It is the business-focused individual, one who can correlate the current practices to the digital tools available, who will thrive in this new low code environment. So much, that the letters may remain the same for the CIO; however, the definition should be Chief Innovation Officer.

Defining the New CIO

A Chief Innovation Officer is hyper-focused on driving value to the business, leveraging skill sets in digital tools, data sciences, change management, learning, quality, strategy, and of course technology leadership. A renaissance of sorts is slowly sweeping across organizations as they shift their technology investments from CapEx to OpEx, expecting now to get the value "owed" to them for their monthly, per-person expense. But it is more than that. If you are not positioned as a technology-enabled business in the future, you will struggle to retain and attract employees, customers and investment partners. Interestingly, the investment is not as significant as one may imagine as the digital tools today are highly configurable. The trick is, find the person who knows the business, people, and technical skills to "pull it off.” A Chief Innovation Officer will deliver (to name a few):

  • Increased market share via differentiation
  • Higher multiples as a "technology-enabled" digital enterprise, including the modern workplace and Industrial IoT
  • Along with Company culture, position the organization as a destination employer, a vital role in today's shrinking labor market
  • Efficiency and productivity at the worker level
  • Capability to minimize risk when scaling, either accretive or by acquisition

Which CIO are you?

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March 2, 2020 | 4 Mins Read

4 Ways AR Will Evolve In 2020

March 2, 2020 | 4 Mins Read

4 Ways AR Will Evolve In 2020

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By Sarah Nicastro, Creator, Future of Field Service

While I’ve been discussing an interest in AR with service leaders for a number of years, it’s taken some time to catch on in terms of mainstream adoption. While the value proposition has been strong since the conversations first began, particularly with the talent shortage service organizations face, the reality is the technology needed to mature through its growing pains to a point where that value proposition could be more easily realized. We’ve come a long way, and 2020 will bring further adoption and advancements. I came across an article by Tom Emrich recently discussing 20 AR Trends to Keep an Eye On in 2020 that shows . It’s worth a read all the way through, but I wanted to point out here four of the ways he expects AR to evolve in 2020 that I think most impact the Future of Field Service audience.

#1: Enterprise AR Use Will Scale

Emrich says in prediction #19: “After engaging in pilots, organizations look for full solutions that can integrate with existing systems and be rolled out at scale.” He points out that companies who have successfully completed AR pilots will be looking to scale their deployments in 2020.

“AR has been very busy at work. Over the past few years, we have heard many powerful stories from various organizations who have been piloting AR solutions to upskill their workforce, resulting in efficiencies upwards of 40% and more,” Emrich says. “The ROI for AR in the enterprise is substantial and it more than justifies the cost of headworn devices. But moving from pilot to full rollout is challenging and requires a different set of ingredients to succeed. This year, organizations in various industries will look to implement full solutions that consider safety, security, integration with existing systems and processes, and scalability.”

Companies like Diversey are leading the charge when it comes to AR adoption and value recognition. In this podcast, Marc Robitzkat discusses how the company has achieved measurable success with AR in field service in more than one way.

#2: Smartphones Become Even More Powerful AR Tools

While Emrich eludes above to the use of headword devices for enterprise AR adoption, we’ve seen many organizations thus far using AR in field service just on smartphones. Therefore, Emrich’s #2 prediction proves relevant: “Smartphones are becoming even more powerful AR machines with spatial sensors that will unlock advanced AR use cases.”

While companies like Fresenius Kabi are already using smartphones in the field for AR experiences, the capabilities are going to expand. “The device that we have been carrying around with us for the past decade is already capable of augmented reality but this everyday device is getting new chips and sensors which will make it an even more powerful AR machine. These sensors will enable next level AR experiences, new content creation capabilities using 3D scanning and new ways for your phone to interact with the world around you,” says Emrich. “2020 smartphones will also sport powerful chips and processors designed to power immersive experiences. And we will also see more phones with foldable screens which will dramatically improve the field-of-view for smartphone AR experiences while keeping these devices small enough to fit in our pocket.”

#3: More Industry-Specific AR Headsets Emerge

While we’ve historically witnessed more smartphone-based AR use in field service than headset-based use, Emrich expects that in 2020 we’ll see an uptick in industry-specific AR headset use. In his prediction #6 he says, “More organizations will launch customized AR headsets to better suit the needs of their industry. Reference designs from Flex, Qualcomm and Microsoft offer the enterprise the resources they need to create AR headworn devices that meet the specific needs of their industry. We have already seen Trimble customize the HoloLens for the construction industry and the military make its adjustments for the army. This year, we may see even more organizations leverage the lessons they gained from AR headworn pilots to customize these devices to meet the specific nuances of their industry and in turn maximize the upskilling of their workforce.”

#4: 5G Will Have An Impact on AR

As 5G expands in 2020, Emrich expects an impact on AR. In his prediction #12 he says, “The AR Cloud will rain 5G again this year as carriers use large scale AR activations to market networks that are getting ready. 2019 was filled with a lot of buzz about 5G and 2020 will be no different. While carriers and device manufacturers are getting ready to unlock this new network to the masses, they will use 2020 to market ways in which 5G will change our lives, including enabling AR and VR. A perfect fit for these activations is the AR Cloud which will power stadium and city-scale AR for limited audiences as way to market the power of 5G in a demonstrable way.”

Be sure to check out the rest of his 20 predictions for 2020, and if you have a story to tell about how AR is impacting your organization, send me an email and let’s talk!

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February 28, 2020 | 4 Mins Read

Is it Time to Individualize the Act of Service Delivery?

February 28, 2020 | 4 Mins Read

Is it Time to Individualize the Act of Service Delivery?

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By Tom Paquin

If you happen to visit Walt Disney World in Florida, and happen to find yourself, having waited in line for 2 hours, sitting in the cool, dark, somewhat stinky boats-on-rails of the It’s a Small World ride, you may notice, as you depart the ride, a farewell addressed specifically to you. As I braced myself for reemergence into the blistering Orlando sun, “Goodbye, Tom” appeared on a screen, next to a small kewpie-looking boy wearing a red beret and striped shirt.

What’s happening is that a near-field communication device is sensing riders’ Magic Bands—colorful wristbands that are individualized for parkgoers. These function as hotel keys, as well as, conveniently enough, means of paying for things in every restaurant and gift shop in the park. They also contain profile information for the wearer, which is what’s specifically being broadcast on the screen at the end of the ride.

This isn’t a particularly sophisticated level of personalization, but it is a potent one, especially for children (and apparently adult marketers). It’s a (hollow as it is) reminder that you’re not just a line on a balance sheet for a massive media conglomerate—you’re a human being, with, if nothing else, a first name that they can put up on a screen. It's not much, but it's enough.

This is obviously a simple example of the power of personalization, but it is really only the tip of the iceberg. In service, there are dozens of personalization points, from appointment scheduling, to connected asset management, to form prepopulation, to knowing when a customer’s kid’s birthday is, and each have their own benefits, may they be operational, or in terms of customer retention. Below I’ll outline a few specific examples of how businesses are building personalization into their service journeys in an effort to save time, money, and relationships.

Before we get into it, as a baseline, the key here is have a profile of business conditions for each customer. This will manifest itself as the conditions of an SLA agreement, specific outcomes derived from within, or status of ancillary agreements or connected systems. We’ll explore a few small examples of these below.

Planning and Scheduling
There are a number of personalization stories that can be told at the planning and scheduling phase, but let’s specifically use this as an opportunity to think about scheduled maintenance. Setting a recurring cadence of appointments to service X number of assets is generally fine to put into the customers’ hands, but by managing that process yourself, not only are you ensuring consistent interaction, but also hopefully heading off challenges before they happen. There may not be that much divergence between customers, but if you work in an asset-intensive industry, there will be lifecycles to take into consideration, historical health, and environmental factors that make building a customer-by-customer cadence an imperative to success, here.

The other big piece of personalization that can happen at this stage is related to a tenet of outcomes-based service: guaranteed turnaround times. Not too long ago Sarah sat down with David Douglas from Scientific Games, whose company offers some customers a 90-minute guaranteed resolution times. To get that right, that information needs to be available the moment a ticket is pulled.

From a technology standpoint, these two examples, and dozens of others, speak to a necessity within planning and scheduling, which is that doing it alone is not enough. If, upon ticket generation, you just get a list of SLA requirements, that you have to take into consideration, that’s functionally useless. Having backoffice and/or a technician keep all that straight while trying to actually do their job is an impossibility. For personalization to work, the parameters of personalization need to be built into the way that the systems actually operate. So when a customer with a 90-minute guaranteed turnaround comes into the queue, they need to be automatically put at the top, and ideally, have routing, planning, and scheduling optimized for them in real-time.

Warranty Claims Management
Warranty management is another key area where personalization can make a substantial difference, and it derives itself from, first, having that information automatically populated into the service system, not tied to a device’s serial number, or some sort of customer account that they need to access. As soon as a claim is raised, it should be handled appropriately.

If you have tiered claims, as well, it’s important to make sure that the system reflects that in real-time. So—if a customer is guaranteed a loaner, that loaner should be immediately allocated when a claim is raised.

All of these examples speak to a broad truth that’s key in getting personalization right: the entirety of your service process, from beginning to end, needs to be logged, monitored, and managed in a system—or series of systems—that speak the same language, function with the same ruleset, and honor the same conditions. Personalization, at its heart starts with automation, and getting automation right means feeding the right data into your systems at every step of the process. It requires a significant amount of upfront work, but it’ll pay dividends in time saved and customer relationships improved.

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February 24, 2020 | 6 Mins Read

Diversify or Die: Securing Your Future in Service

February 24, 2020 | 6 Mins Read

Diversify or Die: Securing Your Future in Service

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By Sarah Nicastro, Creator, Future of Field Service

I speak with companies often that have been faced with the reality that they need to evolve, but for a plethora of reasons are stuck standing still. In all fairness, I also talk with companies quite regularly that impress me with their abilities to steer, shift, and adapt in ways that are leading-edge, innovative, and – most importantly – meeting the needs of their customers in ways others simply haven’t thought of or acted fast enough on. And then there’s a wide range of companies that fall somewhere in between. Wherever you lie, and whether or not you’re ready to admit that truth to yourself, the reality is this – the service customers demand has changed, drastically. It’s still changing. And it will continue to change. Being a one-trick pony will no longer cut it, and for those that seek a solid future in service the path to that future is in diversifying your offerings and finding new and different ways to serve your customer base (or even serve a new customer base).

Based on my conversations with those leading the charge in finding ways to evolve and diversify service revenue streams, let me present to you four potential paths to consider:

1: Servitization

We talk about servitization most commonly when referring to manufacturers of products that know due to commoditization they need to begin to differentiate and protect revenue by providing service alongside their core product offerings. Tom Paquin covered an example recently in his blog about automakers offering car subscription services that not only included the traditional aspects of a lease but also bundled in guaranteed pricing, insurance, vehicle maintenance, and annual upgrades. This concept illustrates well what is at the heart of the goal of servitization – thinking of any and all ways to make the lives of your customers easier, more seamless, and essentially invisible around the product you have traditionally provided.

However, I think another example of servitization is for service-based businesses to focus on expansion of their offerings to include adjacent and complimentary services. Again, looking at your historical or current business model and value proposition and thinking about where you may be able to branch out. Oftentimes, this begins by simply forcing the process of thinking outside-in versus inside-out – meaning, companies inadvertently get stuck in an inside-out viewpoint and focus on their internal operations, struggles, or improvements without taking the time or effort to look at the outside perspective of their customers. When you begin to look outside-in, you start to notice pain points your customers have that either aren’t currently being solved or are currently being solved in ways or by providers where it would make their lives easier to be able to attain that service alongside what you’re already providing. I reconnected recently with a service leader doing this really well and will have a great example on this coming soon.

2: Service as a Service

With the talent-strapped struggle so many companies are facing today, we’ve come to recognize the value in contingent workers or the gig economy as a way to meet the needs of the demand we’re faced with. But if you are an organization that is fortunate to have a sizeable, skilled workforce and you’re looking for ways to diversify your revenue streams, have you thought about providing service as a service? Perhaps some of those companies in dire need of talent would be happy to pay you to leverage yours.

A great example of this is DISH’s introduction of OnTech Smart Services. DISH began its In-Home Services focus by partnering with some major brands to assist in installing and servicing their equipment. OnTech, the direct-to-consumer extension of this exists so that the company can “provide customers an unrivalled in-home experience with a full suite of convenient, start-to-finish solutions including professional installation of products from Google Nest, Ring, Linksys, Wemo, Roku®, Yale, Polk Audio and Klipsch Audio among others.” So, the company smartly and adeptly recognized the fact that there were additional ways to meet the needs of customers it is already serving and also that it could benefit from more extensive use of a very valuable resource it has – it’s field technician workforce.

3: Outcomes-Based Service

We can all agree that the days of break-fix service being an acceptable business model are behind us. Customers who’ve become accustomed to Amazon Prime same-day deliveries, Uber’s real-time insights, and DoorDash convenience will no longer tolerate you saying you’ll come within a four-to-eight-hour window to fix something they need now. Consistency, convenience, peace of mind, and a constant flow of information are in demand and you can either find ways to deliver those things or you can slowly disappear. Cubic Transportation is an example of a company that has successfully adopted an outcomes-based service model. They recognized the need to evolve, did the work to transform their company processes and culture in an effort to be able to do so, and adopted the technology necessary in to deliver on the outcomes their customers wanted. They’ve been able to deliver on guaranteed uptime and as such have grown and expanded their business. While in an example like Cubic outcomes may be more of an extension of your business – the necessary next generation – it does set the stage for revenue diversification as you become comfortable with and capable of delivering outcomes.

Tetra Pak, however, is an example of a company that has turned to outcomes-based service as a net-new way to augment its traditional packaging business by recognizing the expertise the company had accumulated in the art of maximizing efficiency and then mapping this to a common pain point among its customer base. This enabled the company to take its hard-earned knowledge and expertise and offer it up to customers in the form of delivering them the outcome of helping them maximize efficiency and productivity. Sasha Ilyukhin, Vice President, Services and Industry 4.0 Solutions at Tetra Pak further explains by saying, “We listened to our customers. They are under continuous pressure from changing consumer demands and increased market competition and as such need relentlessly increase productivity and reduce operational costs. We knew that Tetra Pak is uniquely positioned to help our customers make their business more efficient and profitable. We have more than 65 years of accumulated knowledge and know-how in the food and beverage industry. We also have vast experience and commendable achievements in the area of Total Productive Maintenance, where our own packaging material factories have received highest recognition from Japan Institute of Plant Maintenance. In addition, we have unparalleled presence in the field, where our service engineers are based near our customers. Combined with our growing appetite for digitalization technologies and risk-reward business models, all of the above enabled us to grow outcome-based agreements as the future foundation of our services business.”

4: Digital Services and Business Insights

The final area I’ll cover which I think holds mass potential for today’s service organizations looking to move beyond their traditional wheelhouse is to think long and hard about what data and insights you hold and who stands to benefit from making use of that information. There’s a whole world of data translated to business insights and digital services just waiting to be tapped. One example of a company well down the path of delivering on this promise is KONE. In this podcast, Jon Barr, Head of IT Americas, discusses how the company is embracing the world of digital services.

When I was with Field Technologies, I did an article with a leading beverage equipment manufacturer who was also diversifying its offerings by thinking outside the box about how data from its IoT-equipped products could be used by those interested in trends around peak use times, consumption of various flavors and formats, and equipment downtime. If you just allow yourself to think without constriction of “how you’ve always done it” or simply beyond how the data you have benefits you and you alone, you may quickly begin to see how you could further leverage today’s most powerful resource (data).

That’s really the key to all of this, as simple as it sounds but as hard as it is to do – get out of your own head. Look beyond the obvious. Think outside the box. Put yourself in the shoes of those you serve and think about what problems they have you can solve or what opportunities exist for you to deliver more value to them. Service businesses used to thrive or die on their ability to master the day-to-day, but in today’s landscape if all you’re doing is mastering the day-to-day you are sealing your fate.

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February 20, 2020 | 3 Mins Read

The Road to Service Excellence in Telecommunications

February 20, 2020 | 3 Mins Read

The Road to Service Excellence in Telecommunications

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By Tom Paquin

Companies that have traditionally maintained transactional relationships with their customer have spent the last decade or so espousing the importance of customer centricity. There have been a variety of permutations of this through different sectors, but it’s been particularly interesting to see the way that telecommunications providers have sought to position themselves in the eyes of their customers. On the product side, you can boil it down to three points of change: improving the actual product offering (whether it’s broadband, cable, telephone, cellular, or some combination), maximizing uptime, and, of course, massive consolidations.

Whether or not these strategies are winning in the eyes of telecommunications customers is up for debate, but all of these strategies center more or less on the product. The product is king, certainly, but for many of these firms, service is what keeps customers endeared to your business and evangelists for your products.

Why service? Well—let’s take the first two of the three points above. Quality of the product itself, and uptime of that product, requires high-quality equipment in the end-users’ hand, on their schedule, and it requires that any exceptions and outages, whether they be at a customer site or at a company tower, be fully managed in a timely fashion. This is almost always delivered through a service visit—a service visit that, for the consumer, at least, is often the only time that a customer puts a face to your business. For that very reason, getting scheduling, routing, and service delivery right is paramount to success for your business in the long run. Here are some thing to keep in mind:

Get your two worlds working on one system. Climbing a radio tower is not the same thing as threading a coaxial cable through a hole in the floor (though both can be very harrowing). These are two different types of technicians, working with two different sets of parts, for two very different stakeholders. They work with two different warehouses, are beholden to two different sets of regulations, and probably wear two different color shirts. The consumer and the corporate service systems do, however, form a symbiotic relationship, one that is now even more complicated if other companies are leasing your radio tower to power their own networks. For that reason, they need to be run in the same language. This is fundamental to providing a holistic, accurate view of operations at your company. Same field service management system, same routing, same parts management, and same resource planning. By combining those systems, you’ll be able to identify and eliminate redundancies and have a much more accurate picture of the health of your systems holistically.

Don’t fear the contingent worker. Maybe you don’t, but how are you managing them? This is a favorite topic of mine, and it’s one that Sarah just revisited this week. Here’s the important thing to remember: Any contingent labor that you bring in should be beholden to the same systems as any other employee for the exact same reason as above—consistency, accuracy, and proper representation of service. Contingent employees are a key benefit, especially during high volume times of year, but you have to remember that since they’re representing your brand, they need to be managed like any other brand asset.

Get your service systems thinking on their feet. Telcos in particular see some of the highest rates of appointment cancellation across all of service. That means to get service right, you need a system that doesn’t just optimize its scheduling, but optimizes in real time. The best systems not only can manage those on-the-fly changes, but can also predict how many of a technician’s appointments will cancel, and allocate the appropriate amount of flexibility.

These are a few of today’s advancements that are helping telecommunications companies bring their service business to the forefront, and it’s certainly far from an exhaustive list. Nevertheless, it’s healthy and smart to start thinking about telecommunications delivery not just as the deliverer of an important product, but also the management of an imperative system of service. With that in mind, even as telco expectations change, you'll be set up with a strong safety net of service.

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February 17, 2020 | 5 Mins Read

Tips for Success Leveraging a Contingent Workforce

February 17, 2020 | 5 Mins Read

Tips for Success Leveraging a Contingent Workforce

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Between continued talent shortage struggles, an evolution of what we’re requiring of field technicians, and continued pressure from customers to do more with less (and faster), more and more companies are turning to contingent workers to alleviate some of the burden of their service requirements. However, while we’ve come a long way in the acceptance of a contingent workforce as an option, there’s still some hesitation around relinquishing control, trusting “outsiders” to deliver your ideal customer experience, and properly managing the resources.

In 2019, I interviewed Charles Hughes, VP of technical services for Acuative, for the Future of Field Service podcast. Knowing not everyone of our listeners catch every episode, along with the substantial growth of our following since then, I wanted to revisit some of Charles’ valuable points about when and how it makes sense to turn to a contingent workforce. Charles has had a long career in field services and has experienced a variety of labor models including in-house only, outsourced-only, and hybrid labor models.

The Value of Contingent Labor

“If you take it down to the most basic components, leveraging a contingent workforce gives you flexibility, it gives you scalability and it gives you the ability to control the cost and still deliver high-quality levels of service,” says Hughes. For service organizations balancing the pressures of increased customer demands, more stringent SLA requirements, as well as an increasing shortage of talent, turning to a contingent workforce in some cases may be the only viable path to success.

That said, what Hughes recommends is thinking of the contingent workforce as a sliding scale – it doesn’t have to be an all-or-nothing option. "People approach this as a binary option. Ether all in or I'm all out. But if you take a closer look, you’ll find that often a hybrid approach is best,” says Hughes. “You can start with lower-complexity tasks and using a hybrid labor model to support those. It is very low risk. If I need three techs on a job, I can send one of my tenured W2 techs, then a couple of texts from the hybrid labor model to support and that helps lower the cost and it also helps me build confidence in the 1099s that I'm using as well.”

The combinations are nearly limitless, and what’s needed will not only vary from company to company but even from function to function within a company. “Even within the same organization, there can be different flavors. You may have some markets where your technician utilization is low, so you would rarely use a 1099 because you have the bandwidth. Then we have those markets that are very high utilization that will use a lot more of it, so even within the same group you might have different usage levels,” explains Hughes. “It's really understanding how to make it work in your organization. But to start, you have to quit thinking of all the ways it won't work, find one or two ways it might work, try it, and see how it grows from there."

Whatever your individual mix, you need to keep all employees engaged to promote optimal productivity. “You have to make sure that you're keeping all the employees productive. They like to be challenged. Field technicians thrive under pressure and they like the challenging tasks and they like you to push them, so you have to keep them engaged,” says Hughes. “I take my W2s then and layer them over the contractors and partner vendors that we use to provide oversight, do quality audits, but they're doing roles that if I need to pull them for maintenance, I can still meet my SLA and still keep the project going forward, and that's one of our primary focuses. The second area that we look at is where we have some untapped markets. The sales teams out there, they find a customer that's not in a spot that were heavily populated with technicians. The scale is not there to go out and hire the team to support that market. I can still do the work to bring the customer onboard, using my hybrid model until we grow that critical mass. Then start putting my W2s in place. Being able to get into those markets at a lower cost point and lowest entry level is a big opportunity for us.”

Overcoming the Challenges of Managing a Contingent Workforce

Despite the value proposition a contingent workforce offers most service organizations, many still hold on to some hesitation and concerns. One of the biggest is the lack of control, or perceived lack of control, over contingent workers. To this end, Hughes’ advice is to set clear expectations, stay engaged, and leverage technology to maintain visibility of performance. “From a technology standpoint, make sure you have real-time visibility into the work that's going on on-site. You must be very good at delivering quality runbooks and instructions, what has to go on with the site. You must be very good at checking deliverables and you have to have the ability for the technician on-site to reach out to a lifeline or support,” he says.

Again, thinking of a more hybrid approach alleviates some of this concern because you can rely on your W2 employees to provide a level of oversight. “Anytime it's possible their first few jobs, I have a 1099 go alongside with one of my W2s to see firsthand our expectations. This sets them up for success, which keeps them engaged and makes them want to do more work for you. One of the key differences between the 1099 and the W2, the 1099's next job depends on how well he does this job. If you're making it hard for him to succeed, he's going to go to the person who's making it easy to be successful,” explains Hughes.

Another common concern is the potential negative impact contingent workers could have on the customer experience. The fear is that having someone that is less knowledgeable than your own employee base or less committed to the company mission than your own employee base will sacrifice the customer experience you’re committed to delivering. “This is a common concern and it is a valid one,” says Hughes. “When you start down this path, you need to have a solid vetting process in place. While you don’t always have the luxury of fully vetting and developing a robust labor cloud that you know the techs extremely well, you need to do your best. I use a third-party tool that gives me access to different 1099s and gives me tools to manage and understand what they can do, track their performance, provides ratings that other companies have given them. The first step is no different than screening somebody's resume. You go through here and you see their work history and you see that they have the right skill sets and experiences that you need.”

Then Hughes loops in his tenured team for their viewpoints. “The second thing we do is we have them vetted by our field service management team. Our regional managers interview these technicians the same as they would interview someone they were going to hire, and they make the decision. Then we make sure to set clear expectations and rely on our technology to maintain visibility into performance,” says Hughes.

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